A detailed history of Lwm Advisors Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lwm Advisors Inc holds 31,492 shares of LQD stock, worth $3.44 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
31,492
Previous 32,821 4.05%
Holding current value
$3.44 Million
Previous $3.51 Billion 4.26%
% of portfolio
3.45%
Previous 3.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
$105.1 - $109.61 $139,677 - $145,671
-1,329 Reduced 4.05%
31,492 $3.36 Billion
Q4 2024

May 13, 2025

BUY
$106.56 - $113.11 $3.5 Million - $3.71 Million
32,821 New
32,821 $3.51 Billion

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Lwm Advisors Inc Portfolio

Follow Lwm Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisors Inc with notifications on news.